3309 Drysdale Ct
Edwardsville, IL 62025
TSLA really looks like she wants to take off!
Maybe. But I dare them to try to develop the memory chips that
are needed that a company like Micron provides. Then again, they
don't pay as much of a premium for memory chips, so not as much
VIX closed up
SWBI earnings out and stock under pressure. Does everyone
have enough weapons and ammo?
NVDA and others chip manufacturers are a case of musical chairs,
from my perspective. The hyper scaler tech companies are
essentially nation states at this point given the amount of cash
flow they generate and cash on balance sheets. They simply haven't
and won't put up with paying other companies for critical
components for long....they will all be producing their own AI
chips sooner or later.
This battle for chips reminds me a little of the brief few
months where Microsoft convinced the world they were somehow the
dominant AI player. Then Google took the wraps off yesterday and
today and blew them out of the water (search "Gemini" on YouTube
and then filter by Google releases). Now Microsoft is back to being
the company that created BING...the worst search engine ever...and
hasn't innovated internally in many years.
That makes it a year of volatility .
JBLU - finally took off today
Lol, there's only a thousand points separating his estimate from
JPM's end of 2024 target (4200).
oh yeah for sure!
AVGO is a sneaky important earnings report
I am in it, arun, but missed your heads up last week,
unfortunately, was out of pocket. Noticed it earlier today and took
Great spotting Arun
Tom Lee is on CNBC now if interested. Target 5200 next year . If
helpful I can tell you his favorite groups for 2024.
$BPENER - Chart Link
- would be nice to see this work down into that oversold region,
AMD is the star of the day. I mentioned about their AI day
coming up last week. anyone caught it?
SPX 30 Zoom
MASI - Chart Link- the target was $100, which
was achieved on Monday, if you still have some shares, just trail
the stop up slightly below the 9 EMA
ABNB - Chart Link- target almost hit, make sure
to be locking in some gains, raising stops
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